Morris Retirement Advisors, LLC Ishares Core S&P 500 ETF Transaction History
Morris Retirement Advisors, LLC
- $184 Million
- Q4 2024
A detailed history of Morris Retirement Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 46,797 shares of IVV stock, worth $26.1 Million. This represents 14.96% of its overall portfolio holdings.
Number of Shares
46,797
Previous 46,151
1.4%
Holding current value
$26.1 Million
Previous $26.6 Million
3.49%
% of portfolio
14.96%
Previous 14.8%
Shares
16 transactions
Others Institutions Holding IVV
# of Institutions
3,875Shares Held
761MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$37.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$18.7 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$17 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15.6 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.2 Billion17.72% of portfolio